Wealth Management Summer Internship: Paid + Licensing Prep

Dadavidson; Spokane (WA); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

SIE exam sponsorship

Paid internship

Seattle immersion week

Job summary

D.A. Davidson's Wealth Management Summer Internship Program is a paid 9-week opportunity designed for students to learn the financial services industry by working alongside experienced Financial Advisors in a branch office.

Interns observe, collaborate on projects, and gain hands-on exposure to client service and wealth management fundamentals. The program includes a week in the Seattle corporate office with Leadership and Department Head presentations, plus a potential FINRA SIE licensing track

Qualifications

• Students must have completed at least sophomore year of college prior to June 2027.
• Demonstrated strong academic performance and professional drive.
• Excellent analytical, leadership, communication, teamwork, and service skills.
• Authorization to work in the U.S.
• Satisfactory results of background, reference, and credit check.
• Ability to commit to the duration of the program.
• Live within the local area of branch office or have pre-existing arrangements to live in the area for the duration of the program. Transportation and/or moving assistance will not be provided.

Responsibilities

• Develop skills in wealth management
• Work directly with experienced Financial Advisors
• Build your professional network
• Earn professional licensing

Skills

Analytical skills

Leadership

Communication skills

Teamwork

Service orientation

Education

Sophomore year completed by June 2027

Authorization to work in the U.S.

Job description

D.A. Davidson's Wealth Management Summer Internship Program is a paid 9-week opportunity designed for students to learn the financial services industry by working alongside experienced Financial Advisors in a branch office.

Interns observe, collaborate on projects, and gain hands-on exposure to client service and wealth management fundamentals. The program includes a week in the Seattle corporate office with Leadership and Department Head presentations, plus a potential FINRA SIE licensing track